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Disclosery

NORTHEAST PLANNING ASSOCIATES, INC. / NH /: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHEAST PLANNING ASSOCIATES, INC. / NH / on IVV, newest first. How the timeline and the estimate are built.

NORTHEAST PLANNING ASSOCIATES, INC. / NH / held 298 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298 shares
    Change vs previous 13F +298 shares

    0.17% of the 13F portfolio, value $223,170.

    13F-HR 0001951757-26-001084 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -618 shares

    13F-HR 0001951757-25-001063 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 618 shares
    Change vs previous 13F -72 shares

    0.29% of the 13F portfolio, value $347,255.

    13F-HR 0001951757-25-000502 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 690 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $406,189.

    13F-HR 0001951757-25-000283 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).